Please take notice this article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.

Note: If your organization has a series of steps or milestones you would like to track for your members before they can become certified for a particular role or steps they must go through before they may celebrate a particular sacrament, you may add and track these steps through Life Events.

1. In the Families module, navigate to Administration > Lookups:    
   
   • Here is an example of an Event Category list.
2. Event Records (steps or milestones) are set up under Event Categories. Here is an example of a new Event Category called Marriage Preparation and the seven Events (steps) that fall under this category.

Safe Environment Example

1. Under the Family Directory table, click the add button and add Safe Environment in the description field.
   
2. Click Save. 
3. Back under the Family Directory table, select Events from the Tables menu to add the required steps for your Safe Environment program, such as Background Check and VIRTUS Training.
4. Select Safe Environment from the Event Category dropdown.
5. Under the Safe Environment grid that displays, click the add button and fill in the Events you want to track.
6. Mark the Active box.
   
7. Continue until all of the items have been added

Marriage Preparation Example

1. If it doesn't already exist, add Marriage as an Event Category.
2. In the Family Directory table, select Events.
3. Select Marriage from the Event Category dropdown.
4. Under the Marriage grid that displays, click the add button and fill in the events to track.
5. Mark the Active box.
   
6. Continue to add new events (Event Name Records) until you have all you want.

Updated October 23, 2025 16:04